Investment funds*

Effective investment of funds

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  • The most popular method worldwideInvest in international financial markets to help your savings grow
  • Extensive investvment opportunitiesBringing together the money of many investors widens the opportunities for investing
  • Professional asset managementEntrust your spare assets to industry-renowned specialists

* AS «Citadele banka» does not offer investment portfolio management services, fund and asset management services, individual consultations on investing in financial instruments, or recommendations on the capital markets. These services are provided by companies in the Citadele Group: IPAS «CBL Asset Management», AAS «CBL Life» and AS «CBL Atklātais pensiju fonds».

3 simple steps to start investing

  1. Sign an agreement with Citadele bank

    on the opening of a financial instrument account and the enabling of transactions with financial instruments (in accordance with which Citadele will open a financial instrument and financial instrument cash account for you).

  2. Transfer funds

    to your financial instrument cash account

  3. Submit a security purchase/sale order

    with a few clicks

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Where should I invest my spare money?

If you have longer-term goals, then investment funds are a suitable choice. By making use of the opportunities afforded by the financial markets, you are able to increase the value of your savings. Using Citadele's brokerage services, you can invest in Citadele subsidiary CBL Asset Management's investment funds, funds traded on the stock exchange (ETFs - Exchange Traded Funds) and other investment funds.

CBL Opportunities Funds*

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* The CBL Opportunities funds are managed by IPAS «CBL Asset Management». When you invest your money in investment funds, you may suffer losses as well as make money.

CBL Bond Funds*

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* The CBL Bond funds are managed by IPAS «CBL Asset Management». When you invest your money in investment funds, you may suffer losses as well as make money.

CBL Equity Funds*

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* The CBL Share funds are managed by IPAS «CBL Asset Management». When you invest your money in investment funds, you may suffer losses as well as make money.

Exchange Traded Funds (ETFs)

Funds whose price changes depend on the changing price of an index or gold, oil or another product. ETFs are traded on the stock market just like shares. For example, when you purchase a share of an index ETF, you are purchasing a share portfolio which includes shares from various companies. Indexes can include multiple share categories, or they can group company shares from one or several countries. Indexes can reflect trends in a specific industry, such as technology, health or the financial sector.

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When investing your money in investment funds, you may suffer losses as well as make money.

Investment funds managed by others

You are also able to purchase investment funds and hedge funds managed by other world-leading fund managers, which gives you the opportunity to not only protect your capital from losing value due to inflation, but also to earn more. Bringing together the money of many different investors makes it possible to expand the spectrum of investment opportunities and implement the professional management of this money with the aim of earning money. When investing your money in investment funds, you may suffer losses as well as make money.

When investing your money in investment funds, you may suffer losses as well as make money.